Maximize Your Social Security Benefits

How it Works

Answer a few questions

Answer some basic information about your household. No social security numbers or sensitive info required.

We run the numbers

We calculate millions of social security claiming strategies and find the ones that best suit your needs

Get answers & collaborate

Share our results with your existing trusted adviser so you can explore unlimited different scenarios together

Technology-Driven Magic

5 minutes with Policypedia's social security maximizer can help you generate tens of thousands of extra social security benefits. Currently, financial advisers and retirees get access to these planning tools through expensive software. We are making the most sophisticated social security optimization tools available to advisers and retirees at no cost.

Here is how it works. First, we collect some basic information about your household. Next, we analyse millions of scenarios to calculate how best to claim social security. We take into account spousal benefits, survivor benefits, earnings while collecting benefits, your life expectancy and other factors. Finally, we'll show which claiming strategies that maximize your retirement benefit. You can share the results with your trusted financial adviser and collaboratively explore what-if scenarios.

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